Career history of James Williams
Former positions of James Williams
Companies | Position | Start | End |
---|---|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Chief Investment Officer | 30/06/2005 | 31/10/2023 |
Portfolio Manager-Equities | 30/06/2005 | 31/10/2023 | |
TD Waterhouse Securities, Inc. | Corporate Officer/Principal | - | - |
Training of James Williams
University of Missouri-Kansas City | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
TD Waterhouse Securities, Inc. |
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